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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,461 | $51,638-8.1% | $68,368-30.6% | $82,448-42.4% |
| Participation rate | 42.0% | 63.6%-21.6pp | 73.8%-31.7pp | 68.1%-26.0pp |
| Annual return | 15.74% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,201 | $2,047-41.3% | $2,649-54.7% | $2,551-52.9% |
| Participant deferral / active EE | $1,403 | $2,914-51.8% | $4,123-66.0% | $4,139-66.1% |
| Admin fee / account holder | $3,782 | $4,643-18.6% | $5,150-26.6% | $7,234-47.7% |